Contacts typically corresponds to users. They can be attached to deals and to accounts. It is very important to label your information correctly as it will impact your reports and exports.

Navigating to the Contacts Section

While there is a dedicated Contacts section, please note that it is possible to create, select, and organize Contacts in multiple sections of the CRM (Board view, Grid view, Deal view, Account detailed view).

To access the Contacts Section, you will need to click on the “three people” icon on the left side of the screen

There, you will be able to see all your current existing Contacts, and their corresponding information - organized in columns, create new Contacts, and get more details on the people by going into the detailed Contacts view.

Adding Filters, Creating Custom Filters and Dynamic Filters

While navigating the Accounts Section of Sales CRM, you are able to add filters in order to limit the results that come by based on your filters.

Accessing Filters

You can find the filters on the upper left section of the accounts with the funnel icon.

From the filters:

1- you will be able to access your favorites (the ones that you have marked as such by clicking on the star icon)

2- You will be able to filter by Account owners

3- You will be able to see your custom filters

4- You will be able to add a new filter

Creating a new Filter

You can create a new filter by pressing the “+ Add new filter” button.

This will provide you with options for your new filters:

Name: Name of the custom filter
Conditions: add filter by Groups, Labels, Account, or additional fields
Visibility: determines whether the filter is private (filter’s creator) or if it is public (everyone in the pipeline has access).

Once the custom filter is created, it will be accessible from the “Filters” section of the filters menu.

Dynamic Filters

Dynamic filters can be added as a way to quickly add filters on your fields on interest and work the exact same way as for the Account section.

Adding filters will create a temporary filter (will reset upon refreshing the page). Furthermore, exporting the page with the Dynamic Filters will export only the filtered elements to a csv.

As a result, you are able to more quickly find relevant accounts or contacts, pin point duplicate fields, and export filtered data to be further manipulated elsewhere (e.g: Email reach out).

Modifying and Reorganizing the columns in the Contacts Section

In the Grid view of the Contacts Section, all of the variables can be shown through columns.

Moving Columns Around

You can move columns arounds by clicking on the downward triangle that appears and choosing the position to move the column to (left or right).

Hiding Columns

You can move columns arounds by clicking on the downward triangle that appears and choosing the “Hide column” option.

Adding Columns

You can always add the columns you’ve hidden, or add more columns.

By default, not all fields are shown in the Grid view, but it is possible to add them manually afterwards. In addition, it is possible to capture a custom field of your choice by clicking on the “+ New field”

There are two types of fields that you can add: “Text” Field and “Number” field.

Text: Text based (e.g: label, department, VAT number, Tax number)
Number: Numerical based (e.g: SAP Number field, Hubspot ID, Property Size)

After the new field is created, it will appear as a new column. From there, you can either:

Reorganize the column around
Hide the Column
Edit the field (change the field’s name, delete the field)

Modifying the fields in the Contacts Section

You can click on any field and make edits to the information there simply by clicking in the appropriate field. For example, you can edit the email address simply by clicking on the relevant box. Alternatively, you can make those changes in the “Detailed View”.

Creating an Account in the Accounts Section

You can create a Contact from the upper right section of the screen on the “+ Add new Contact”. From there, a side panel will appear where you can populate the various fields and complete the job by clicking on the “create” button.

Deleting a Contact in the Contacts Section

You can delete a Contact in the Grid view by going on the right side of the Contacts’s name - to the right of the “i” icon. By clicking on the three dots, the option to delete a Contact will happen.

Do note that if you delete a Contact, all the accounts, deals, etc. that contained information from these Contacts will no longer carry the Contact’s information.

In addition, the deleted Contact is not recoverable, so the data will be lost. (the related accounts will be kept in the system).

Going in the detailed view of a Contact

You can access more information on a Contact by clicking on the “i” to the right of the Contact’s name.

Activity

The activity tab will display all the changes and addition made to the contact (e.g: change of status, change of owner, change of group, etc.). This is also where you will be able keep your notes

The activity section is meant as a way to keep track on the interaction points with the contact and be able to quickly reference past conversations, tasks, To-dos, etc.

Recent Deals

Recent Deals shows all the deals that have been linked to the contact. Links can be done from the Deals Section.

Recent deals helps keep tab of the recent contracts the contact has been associated with.

Editing the fields

In the detailed view, you can see all the fields available (native and custom). You can make edits to those fields directly on this page.

Do note that you cannot add new custom fields. You will have to navigate to the Grid view in order to add additional custom fields.

Changing View in the Contacts Section

There are two main views in the Contacts section.

By default, you will be in the Grid view. However, there is also the Board view

Grid View

The Grid view is great to have an overview of all your Contacts and to search for a specific one.

You can read more about the Grid view above.

In the Grid view, you can do the following:

Create/Hide Columns
Move Columns Around
Edit fields
Delete Contacts
Create new Contacts
Going to the detailed view of a Contact

Board view

The Board view makes it easier to cluster: Contacts are grouped by Group.

A group is a text variable that can be used as an extra variable to organize your date. This could be used for labeling the source of the contact (lead list, website, event, etc.) , the nature of the projects for the contact (R&D, Custom Development, Consulting), and more.

Similarly to the Board view, you can

Create new groups
Move Groups around
Move Contacts to different groups
Create new Contacts
Go to the detailed view of a Contact